Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,197 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$996,813
-3.6%
6,2500.0%0.16%
-26.5%
Q2 2023$1,033,750
+4.2%
6,2500.0%0.22%
-2.2%
Q1 2023$992,250
-0.0%
6,2500.0%0.23%
-2.6%
Q4 2022$992,500
+10.4%
6,250
-0.3%
0.23%
-7.9%
Q3 2022$899,000
-4.3%
6,2670.0%0.25%
-3.4%
Q2 2022$939,000
-14.9%
6,2670.0%0.26%
+4.4%
Q1 2022$1,103,000
-2.4%
6,267
-0.8%
0.25%
-18.7%
Q4 2021$1,130,000
+6.5%
6,320
+0.8%
0.31%
-1.0%
Q3 2021$1,061,000
-2.5%
6,2670.0%0.31%
-4.3%
Q2 2021$1,088,000
+3.2%
6,267
-1.6%
0.33%
-5.8%
Q1 2021$1,054,000
+14.9%
6,366
-1.3%
0.35%
+7.4%
Q4 2020$917,000
+32.7%
6,447
+3.2%
0.32%
+17.5%
Q3 2020$691,000
+3.4%
6,2500.0%0.28%
-21.9%
Q2 2020$668,000
+20.4%
6,250
-6.5%
0.35%
+4.8%
Q1 2020$555,000
+840.7%
6,685
+1359.6%
0.34%
+1058.6%
Q1 2019$59,000
+13.5%
4580.0%0.03%
-9.4%
Q4 2018$52,000–458–0.03%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Marotta Asset Management 134,058$24,126,3835.18%
BancFirst Trust & Investment Management 58,403$10,625,8414.84%
Symmetry Partners, LLC 494,803$89,1784.82%
Bromfield Sneider Wealth Advisors 24,085$4,334,4982.93%
General Partner, Inc. 18,900$3,399,5292.86%
Arden Trust Co 76,312$13,733,8712.02%
Dentgroup LLC 7,048$1,268,3551.13%
BALDWIN BROTHERS LLC/MA 78,831$14,187,3041.12%
Apella Capital, LLC 99,237$17,381,4460.97%
CGN Advisors LLC 27,809$5,004,7440.69%
View complete list of VANGUARD INDEX FDS shareholders